Welcome to Majors & Mondragon, an independent, privately-held wealth advisory firm providing comprehensive wealth management and financial advice to a select group of business owners, executives, high net-worth families, and entrepreneurs throughout the country.
While employed at their prior firm, Zac Majors and Oscar Mondragon unofficially formed their partnership in 2011. Merging their individual expertise into a truly reliable team, they later founded Majors & Mondragon, LLC to help clients fully realize their financial goals. Since its inception, the firm has been devoted to delivering clients a relationship-based approach to financial planning.
As a fully independent wealth management firm, our mission is to help simplify your financial life through comprehensive strategies that help create, grow and protect your wealth. As your Family Wealth Guardians, we foster interaction and engagement with all of our clients family members seeking to secure their wealth for future generations.